HTG INVESTMENT ADVISORS INC
CRD #108614 SEC #801-55553 NEW CANAAN, CT 203-972-8262
SEC Registered
Total AUM
$968.7M
Discretionary
$968.7M
Employees
14
Clients
51
Accounts
1,411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $968.7M | $968.7M | $0 | 14 | 0 |
| Oct 2025 | $968.7M | $968.7M | $0 | 14 | 0 |
| Jul 2025 | $968.7M | $968.7M | $0 | 14 | 0 |
| Jun 2025 | $968.7M | $968.7M | $0 | 14 | 0 |
| Feb 2025 | $968.7M | $968.7M | $0 | 14 | 0 |
| Mar 2024 | $859.8M | $859.8M | $0 | 13 | 0 |
| Feb 2024 | $859.8M | $859.8M | $0 | 13 | 0 |
| Jan 2023 | $719.2M | $719.2M | $0 | 13 | 0 |
| Sep 2022 | $814.8M | $814.8M | $0 | 14 | 0 |
| Apr 2022 | $814.8M | $814.8M | $0 | 14 | 0 |
| Mar 2022 | $814.8M | $814.8M | $0 | 14 | 0 |
| Mar 2022 | $814.8M | $814.8M | $0 | 14 | 0 |
| Oct 2021 | $717M | $717M | $0 | 14 | 0 |
| Sep 2021 | $717M | $717M | $0 | 14 | 0 |
| Aug 2021 | $717M | $717M | $0 | 14 | 0 |
| Aug 2021 | $717M | $717M | $0 | 14 | 0 |
| Aug 2021 | $717M | $717M | $0 | 12 | 0 |
| Mar 2021 | $717M | $717M | $0 | 12 | 0 |
| Mar 2021 | $717M | $717M | $0 | 12 | 0 |
| Aug 2020 | $641.6M | $641.6M | $0 | 12 | 0 |
| Jul 2020 | $641.6M | $641.6M | $0 | 12 | 0 |
| Jun 2020 | $641.6M | $641.6M | $0 | 12 | 0 |
| Mar 2020 | $641.6M | $641.6M | $0 | 12 | 0 |
| Dec 2019 | $541.6M | $541.6M | $0 | 12 | 316 |
| Mar 2019 | $541.6M | $541.6M | $0 | 12 | 316 |
| Nov 2018 | $548.5M | $548.5M | $0 | 13 | 302 |
| Nov 2018 | $548.5M | $548.5M | $0 | 13 | 302 |
| Jun 2018 | $548.5M | $548.5M | $0 | 13 | 302 |
| Mar 2018 | $548.5M | $548.5M | $0 | 13 | 302 |
| Mar 2018 | $548.5M | $548.5M | $0 | 13 | 302 |
| May 2017 | $478.8M | $478.8M | $0 | 12 | 300 |
| Mar 2017 | $478.8M | $478.8M | $0 | 12 | 300 |
| Mar 2017 | $478.8M | $478.8M | $0 | 12 | 300 |
| Mar 2016 | $436.4M | $436.4M | $0 | 12 | 300 |
| Jun 2015 | $440.1M | $440.1M | $0 | 12 | 300 |
| Mar 2015 | $440.1M | $440.1M | $0 | 12 | 300 |
| Feb 2015 | $397.2M | $397.2M | $0 | 11 | 200 |
| Jun 2014 | $397.2M | $397.2M | $0 | 11 | 200 |
| May 2014 | $397.2M | $397.2M | $0 | 11 | 200 |
| Apr 2014 | $397.2M | $397.2M | $0 | 10 | 200 |
| Mar 2014 | $397.2M | $397.2M | $0 | 10 | 200 |
| Nov 2013 | $338M | $338M | $0 | 9 | 200 |
| Aug 2013 | $338M | $338M | $0 | 9 | 200 |
| Mar 2013 | $338M | $338M | $0 | 9 | 200 |
| Jul 2012 | $296.7M | $296.7M | $0 | 6 | 200 |
| May 2012 | $296.7M | $296.7M | $0 | 6 | 200 |
| Mar 2012 | $296.7M | $296.7M | $0 | 6 | 200 |
| Jan 2010 | $242.5M | $242.5M | $0 | 10 | -- |
| Mar 2007 | $271M | $271M | $0 | 10 | -- |
| Jan 2007 | $209.9M | $209.9M | $0 | 10 | -- |
| Mar 2006 | $209.9M | $209.9M | $0 | 10 | -- |
| Jun 2005 | $110.8M | $110.8M | $0 | 10 | -- |
| Aug 2004 | $71.4M | $71.4M | $0 | 10 | -- |
| Jun 2004 | $71.4M | $71.4M | $0 | 10 | -- |
| Mar 2002 | $40.4M | $40.4M | $0 | 5 | -- |
DateNov 2025
Total AUM$968.7M
Discretionary$968.7M
Non-Disc.$0
Employees14
Clients0
DateOct 2025
Total AUM$968.7M
Discretionary$968.7M
Non-Disc.$0
Employees14
Clients0
DateJul 2025
Total AUM$968.7M
Discretionary$968.7M
Non-Disc.$0
Employees14
Clients0
DateJun 2025
Total AUM$968.7M
Discretionary$968.7M
Non-Disc.$0
Employees14
Clients0
DateFeb 2025
Total AUM$968.7M
Discretionary$968.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$859.8M
Discretionary$859.8M
Non-Disc.$0
Employees13
Clients0
DateFeb 2024
Total AUM$859.8M
Discretionary$859.8M
Non-Disc.$0
Employees13
Clients0
DateJan 2023
Total AUM$719.2M
Discretionary$719.2M
Non-Disc.$0
Employees13
Clients0
DateSep 2022
Total AUM$814.8M
Discretionary$814.8M
Non-Disc.$0
Employees14
Clients0
DateApr 2022
Total AUM$814.8M
Discretionary$814.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$814.8M
Discretionary$814.8M
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$814.8M
Discretionary$814.8M
Non-Disc.$0
Employees14
Clients0
DateOct 2021
Total AUM$717M
Discretionary$717M
Non-Disc.$0
Employees14
Clients0
DateSep 2021
Total AUM$717M
Discretionary$717M
Non-Disc.$0
Employees14
Clients0
DateAug 2021
Total AUM$717M
Discretionary$717M
Non-Disc.$0
Employees14
Clients0
DateAug 2021
Total AUM$717M
Discretionary$717M
Non-Disc.$0
Employees14
Clients0
DateAug 2021
Total AUM$717M
Discretionary$717M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$717M
Discretionary$717M
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$717M
Discretionary$717M
Non-Disc.$0
Employees12
Clients0
DateAug 2020
Total AUM$641.6M
Discretionary$641.6M
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$641.6M
Discretionary$641.6M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$641.6M
Discretionary$641.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$641.6M
Discretionary$641.6M
Non-Disc.$0
Employees12
Clients0
DateDec 2019
Total AUM$541.6M
Discretionary$541.6M
Non-Disc.$0
Employees12
Clients316
DateMar 2019
Total AUM$541.6M
Discretionary$541.6M
Non-Disc.$0
Employees12
Clients316
DateNov 2018
Total AUM$548.5M
Discretionary$548.5M
Non-Disc.$0
Employees13
Clients302
DateNov 2018
Total AUM$548.5M
Discretionary$548.5M
Non-Disc.$0
Employees13
Clients302
DateJun 2018
Total AUM$548.5M
Discretionary$548.5M
Non-Disc.$0
Employees13
Clients302
DateMar 2018
Total AUM$548.5M
Discretionary$548.5M
Non-Disc.$0
Employees13
Clients302
DateMar 2018
Total AUM$548.5M
Discretionary$548.5M
Non-Disc.$0
Employees13
Clients302
DateMay 2017
Total AUM$478.8M
Discretionary$478.8M
Non-Disc.$0
Employees12
Clients300
DateMar 2017
Total AUM$478.8M
Discretionary$478.8M
Non-Disc.$0
Employees12
Clients300
DateMar 2017
Total AUM$478.8M
Discretionary$478.8M
Non-Disc.$0
Employees12
Clients300
DateMar 2016
Total AUM$436.4M
Discretionary$436.4M
Non-Disc.$0
Employees12
Clients300
DateJun 2015
Total AUM$440.1M
Discretionary$440.1M
Non-Disc.$0
Employees12
Clients300
DateMar 2015
Total AUM$440.1M
Discretionary$440.1M
Non-Disc.$0
Employees12
Clients300
DateFeb 2015
Total AUM$397.2M
Discretionary$397.2M
Non-Disc.$0
Employees11
Clients200
DateJun 2014
Total AUM$397.2M
Discretionary$397.2M
Non-Disc.$0
Employees11
Clients200
DateMay 2014
Total AUM$397.2M
Discretionary$397.2M
Non-Disc.$0
Employees11
Clients200
DateApr 2014
Total AUM$397.2M
Discretionary$397.2M
Non-Disc.$0
Employees10
Clients200
DateMar 2014
Total AUM$397.2M
Discretionary$397.2M
Non-Disc.$0
Employees10
Clients200
DateNov 2013
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees9
Clients200
DateAug 2013
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees9
Clients200
DateMar 2013
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees9
Clients200
DateJul 2012
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees6
Clients200
DateJan 2010
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$271M
Discretionary$271M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$40.4M
Discretionary$40.4M
Non-Disc.$0
Employees5
Clients--